Episode 49 – Lauren Templeton – Templeton & Phillips Capital Management
September 10, 2020

Episode 49 – Lauren Templeton – Templeton & Phillips Capital Management

David Barr chats with Lauren Templeton, Founder and President of Templeton & Phillips Capital Management

Subtitle: The benefits (and obstacles) of learning the importance of investing at a young age

In this episode David Barr, President and Portfolio Manager, chats with Lauren Templeton, Founder and President of Templeton & Phillips Capital Management. They discuss Lauren’s early interest in investing, her family ties to Sir John M. Templeton, value investing and how to engage the next generation of investors.

Key Takeaways

[01:37]David and Lauren’s discuss their shared connection to the MOI Global community.
[04:07]Lauren imparts why she chose to write her book and the “common threads” that made her uncle, Sir John Templeton, a successful investor.
[07:20]Lauren outlines her investment strategy since the start of the global pandemic, also how market leaders responded and her take on what end investors really wanted to hear.
[12:41]David asks Lauren to talk about her early passion for finance and investing.
[18:46]Lauren says how she has explained her career to her children and gives some advice for parents in the industry hoping to do the same.
[21:23]Lauren and David discuss value investing, growth vs value and discipline.
[27:38]Lauren reveals some mistakes she has made along the way that have solidified her investment strategy.
[30:23]David asks Lauren to share where their team is currently finding the most interesting opportunities in the market.
[35:28]Lauren describes how she stays true to her investment process
[41:28]David and Lauren talk about the lack of gender parity in the investment industry and how to overcome it.
[43:38]Lauren and David discuss a very “hot topic” in investing, ESG.
[46:46]David closes the podcast by asking Lauren what she is currently reading.

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